Review balance sheet health from chat
See liquidity, leverage, and major balance sheet changes while the conversation is still fresh.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Balance Sheet
Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
Why this helps
Balance sheet checks require context switching and often wait until the opportunity has passed.
- Surface major balance sheet changes
- Compare annual and quarterly periods
- Keep the analysis tied to the request
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Alpha Vantage in Notis once.
- 2Create an automation named WhatsApp balance sheet review.
- 3Tell Notis to retrieve annual and quarterly balance sheets for the mentioned symbol and explain liquidity, debt, and notable changes.
- 4Pick New WhatsApp Message Received as the trigger and choose where reports go.
- 5Test with one real company request.
Questions about this workflow
What if the message asks about a private company?
Notis can report that Alpha Vantage needs a supported public company symbol.
Can I focus on debt or cash?
Yes. State the focus in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Alpha vantage. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Alpha vantage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Commodities Price Index
Tool to retrieve the global price index of all commodities. use when you need monthly, quarterly, or annual aggregated price index data for commodities.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
ALUMINUM
Tool to fetch global aluminum prices. use when you need monthly, quarterly, or annual lme aluminum price data.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Balance Sheet
Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
Brent Crude Oil Prices
Tool to fetch brent crude oil prices. use when you need daily, weekly, or monthly brent price data.
Global Coffee Price
Tool to retrieve the global coffee price series. use when you need historical monthly, quarterly, or annual coffee prices.
COPPER
Tool to fetch global price of copper in monthly, quarterly, and annual intervals. use when you need historical copper price series for analysis.
Corn
Tool to retrieve global price of corn in monthly, quarterly, and annual intervals. use after verifying api key when you need historical corn price data.
COTTON
Tool to retrieve global cotton prices in monthly, quarterly, and annual intervals. use when you need historical cotton price data.
Connect any two apps with Notis in the middle.
Timelinesai and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Alpha vantage.